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Workday

898 hedge funds and large institutions have $41B invested in Workday in 2023 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 339 increasing their positions, 290 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 90

17% more repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 290

9% more capital invested

Capital invested by funds: $37.5B → $41B (+$3.49B)

3% more funds holding

Funds holding: 869898 (+29)

0.59% less ownership

Funds ownership: 89.11%88.52% (-0.59%)

12% less funds holding in top 10

Funds holding in top 10: 4237 (-5)

19% less call options, than puts

Call options by funds: $580M | Put options by funds: $718M

Holders
898
Holders Change
+29
Holders Change %
+3.34%
% of All Funds
14.1%
Holding in Top 10
37
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.9%
% of All Funds
0.58%
New
127
Increased
339
Reduced
290
Closed
90
Calls
$580M
Puts
$718M
Net Calls
-$138M
Net Calls Change
-$116M
Name Holding Trade Value Shares
Change
Change in
Stake
SGA
651
Seaport Global Advisors
Massachusetts
$341K -$10.8K -54 -3%
UM
652
UniSuper Management
Australia
$339K +$300K +1,500 New
TA
653
Tectonic Advisors
Texas
$336K +$298K +1,487 New
TFCP
654
Twin Focus Capital Partners
Massachusetts
$336K +$3.81K +19 +1%
MOS
655
MGO One Seven
Ohio
$330K -$16.8K -84 -5%
IAA
656
Independent Advisor Alliance
North Carolina
$329K +$87.3K +436 +43%
FFN
657
Focus Financial Network
Minnesota
$326K
V
658
Veritable
Delaware
$317K +$29.2K +146 +12%
SM
659
Sciencast Management
New Jersey
$316K +$287K +1,435 New
SGI
660
Summit Global Investments
Utah
$312K +$277K +1,382 New
GSEP
661
Golden State Equity Partners
California
$311K +$8.61K +43 +3%
MIH
662
Meitav Investment House
Israel
$310K +$273K +1,365 New
CA
663
Clearstead Advisors
Ohio
$309K +$132K +659 +93%
Lido Advisors
664
Lido Advisors
California
$308K +$53.5K +267 +24%
MCM
665
MAI Capital Management
Ohio
$305K +$32.7K +163 +14%
SFG
666
Synergy Financial Group
California
$300K -$11.8K -59 -4%
RWPA
667
Richard W. Paul & Associates
Michigan
$299K -$2.8K -14 -1%
SM
668
STF Management
Texas
$297K -$205K -1,023 -44%
KPWS
669
Kestra Private Wealth Services
Texas
$296K -$24.4K -122 -9%
CPIG
670
Chicago Partners Investment Group
Illinois
$295K +$2K +10 +0.8%
CRC
671
Curi RMB Capital
Illinois
$295K +$262K +1,306 New
TAM
672
Titleist Asset Management
Texas
$293K +$200 +1 +0.1%
QPBE
673
Quintet Private Bank (Europe)
Luxembourg
$288K +$1K +5 +0.4%
VSQM
674
V-Square Quantitative Management
Illinois
$286K +$253K +1,264 New
GC
675
Gilbert & Cook
Iowa
$282K -$104K -520 -29%

WDAY Hedge Fund Activity: Q2 2023 in Review

898 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Workday (WDAY) for Q2 2023, worth a combined $41B — up 9.3% from $37.5B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new WDAY positions and 90 closed out — a net gain of 37 holders — while 339 added to existing stakes and 290 trimmed.

The largest buyer was Polen Capital Management, opening a new position worth an estimated $776M. The largest seller was Lone Pine Capital, cutting an estimated $338M.

  • 898 institutional investors held Workday (WDAY) as of Q2 2023, up from 869 in Q1 2023.
  • Funds reported $41B of Workday stock for Q2 2023, up 9.3% quarter-over-quarter.
  • 127 funds opened new Workday positions in Q2 2023 and 90 closed out, a net change of +37 holders.
  • The largest Workday buyer in Q2 2023 was Polen Capital Management, an estimated $776M added.
  • The largest Workday seller in Q2 2023 was Lone Pine Capital, an estimated $338M sold.

Based on aggregated 13F filings for Q2 2023.